BBR Partners’s Outset Medical OM Stock Holding History

BBR Partners’s Portfolio OM Stock Details OM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-650	Closed	-$213K	–	201
2023 Q2	$213K	Buy	+650	New	+$198K	0.02%	145
2023 Q1	–	Sell	-650	Closed	-$252K	–	181
2022 Q4	$252K	Buy	+650	New	+$183K	0.03%	149
2022 Q2	–	Sell	-650	Closed	-$443K	–	250
2022 Q1	$443K	Hold	650	–	–	0.04%	142
2021 Q4	$450K	Hold	650	–	–	0.05%	126
2021 Q3	$482K	Hold	650	–	–	0.04%	126
2021 Q2	$488K	Buy	+650	New	+$497K	0.04%	117

Other funds holding OM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBR Partners's OM Position: Q3 2023 in Review

BBR Partners sold out of Outset Medical (OM) in Q3 2023, closing a stake of 650 shares — an estimated $213K sold.

BBR Partners first reported a position in OM in Q2 2021 and held it in 6 quarters. The position peaked at $488K in Q2 2021. 152 funds tracked by Wall St. Rank hold OM as of Q3 2023.

BBR Partners reported no remaining Outset Medical position as of Q3 2023 after selling out during the quarter.
BBR Partners sold 650 Outset Medical shares in Q3 2023, an estimated $213K.
BBR Partners first reported a position in Outset Medical in Q2 2021 and held it in 6 quarters.
BBR Partners's Outset Medical position peaked at $488K in Q2 2021.
152 funds tracked by Wall St. Rank held Outset Medical as of Q3 2023.

Based on BBR Partners's 13F filing for Q3 2023, filed 14 Nov 2023.